Integrate Agendor with Easy Projects
Send information between Agendor and Easy Projects automatically, without writing any code, using Zoho Flow.
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Generate a new project in Easy Projects for every deal successfully closed in Agendor
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Easy Projects for every deal won in your Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in Easy Projects.
Generate a new project in Easy Projects for every deal successfully closed in Agendor
Agendor + Easy Projects
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Supported triggers and actions
Integrate Agendor and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Person updated
Triggers when the details of a person is updated
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Deal updated
Triggers when a the details of a deal is updated
Company updated
Triggers when the details of a company is updated
New project message
Triggers when a new message is posted in the selected project
New time log
Triggers when a time log is created
Updated project
Triggers when an existing project is updated
New activity message
Triggers when a new message is posted in the selected activity
Updated time log
Triggers when an existing time log is updated
New activity
Triggers when a new activity is created
New project
Triggers when a new project is created
Updated activity
Triggers when an existing activity is updated
New customer
Triggers when a new customer is created
New project activity
Triggers when a new activity is created in the selected project
New user
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create company deal
Creates a new company deal
Create person
Creates a person .
Create company
Creates a new company
Create person deal
Creates a person deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update company
Updates the details of the specified company
Update deal
Updates the basic details of the specified deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetch the details of the specified person
Fetch user
Fetches the details of the specified user
Post activity message
Posts a new message in an activity
Create activity
Creates a new activity
Create customer
Creates a new customer
Create time log
Creates a new time log
Post project message
Posts a new message in a project
Create project
Creates a new project
Create User
Creates a new user
Update user
Updates the details of an existing user
Update customer
Updates the details of an existing customer
Update time log
Updates an existing time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
Fetch project
Fetches an existing project by its unique ID
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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